OLD OAKS FOUNDATION INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

JONATHAN SACK

Phone

9146836000

Tax Period

2023-12-01 to 2024-11-30

OLD OAKS FOUNDATION INC, founded in 1985, is a small nonprofit that reported $444K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

THE OLD OAKS FOUNDATION, INC. (THE "FOUNDATION") WAS FORMED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL AND SCIENTIFIC PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF GRANTS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE.

Program Service Accomplishments

Program 1

Expenses: $403,207

THE OLD OAKS FOUNDATION, INC. (THE "FOUNDATION") WAS FORMED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL AND SCIENTIFIC PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF GRANTS TO...

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $443,638

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $443,638

Expense Breakdown

Grants Paid $403,207

Salaries & Benefits $0

Fundraising Expenses $24,591

Program Expenses $403,207

Other Expenses $31,691

TOTAL EXPENSES $434,898

Year-over-Year Comparison

	2023	2022	Change
Revenue	$443,638	$391,608	+0.1%
Expenses	$434,898	$262,232	+0.7%
Net Income	$8,740	$129,376	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN SACK	PRESIDENT	1.00	Officer Director	$0	$0	$0
STUART ALPER	TREASURER	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$443,638	$434,898	$179,195	$8,740
2023	$391,608	$262,232	$170,455	$129,376
2022	$470,899	$458,821	$41,079	$12,078
2021	$367,627	$375,278	$29,001	$-7,651
2020	$280,169	$320,321	$36,652	$-40,152
2019	$377,081	$387,465	$76,804	$-10,384
2018	$263,792	$285,437	$87,188	$-21,645